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0.8  /  0.27%


NAV on 2020/12/03
NAV on 2020/12/02 300.26
52 week high on 2020/08/11 305.48
52 week low on 2020/03/24 257.42
Total Expense Ratio on 2020/09/30 2.69
Total Expense Ratio (performance fee) on 2020/09/30 0
Incl Dividends
1 month change 2.84% 2.84%
3 month change -0.26% -0.26%
6 month change 2.33% 2.88%
1 year change 6.93% 8.4%
5 year change 3.79% 5.33%
10 year change 7.74% 9.14%
Price data is updated once a day.
Click and drag to zoom in on timeline.
  • Sectoral allocations
Fixed Interest 326.57 43.47%
General Equity 45.37 6.04%
Liquid Assets 1.26 0.17%
Managed 173.43 23.08%
Spec Equity 18.03 2.40%
Offshore 186.62 24.84%
  • Top five holdings
PLATINUMGLBL 171.68 22.85%
U-SBKMM 125.38 16.69%
U-SIMAINC 68.20 9.08%
U-PSCINC 67.94 9.04%
U-CORSTRI 65.05 8.66%
  • Performance against peers
  • Fund data  
Management company:
Boutique Collective Investments (RF) (Pty) Ltd.
Formation date:
ISIN code:
Short name:
South African--Multi Asset--Medium Equity
CPI plus 4% (net of fees)



  • Fund management  
Mel N Meltzer
Mel is an executive director of Platinum Portfolios. He has in excess of 10 years experience as an investment manager. Mel has extensive knowledge of both the local and offshore markets. He is responsible for the modeling and management of the Platinum Private Client Portfolios
Platinum Portfolios (Pty) Ltd.
Charolyn Pedlar

  • Fund manager's comment

Platinum Balanced Prudential comment- Sep 09

2009/11/12 00:00:00
The funds return to date has been very good and the fund has been a good performer in its sector over the last twelve months. This fund is a medium risk fund most suited for investors who want long term inflation beating returns. Most investors who invest in this fund are retired or living annuity clients. We would caution that its harder and harder to find value in the market. Most of our managers are of the same view that the market has become over bought and it's the consensus view that the market is pricing in growth that is not achievable. The over valuation driven by traders and momentum investors could lead to disappointment in the short term. We do not expect a collapse in the market from these levels, a decent correction would enable us to increase our equity exposure, we will remain patient and wait for better buying opportunities.
  • Fund focus and objective  
The objective of this portfolio is to provide steady long term capital growth. The manager will seek to follow an investment policy which will reflect a spread of investments aiming at income and capital growth normally associated with the investment structure of a retirement annuity. The portfolio will invest in unit trusts investing in equities, cash, fixed income and property.

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